Category: Newsletter

Did you hear about last year’s FAFSA updates that impact the 2025-2026 FAFSA?

The Free Application for Federal Student Aid (FAFSA) has undergone changes that you should know about. The 2025-26 FAFSA was […]

America Saves Week encourages tips to practice at any age

America Saves Week is April 8-12 and celebrates daily themes of saving automatically, for the unexpected, for major milestones, paying […]
tax advantages

2023 tax documents available this month

It’s tax season, and my529 will make tax documents available to you this month to help you prepare your 2023 […]

SECURE 2.0: How it affects 529 plans

Effective January 2024, SECURE 2.0, a new federal law, allows funds from an established 529 account to be transferred tax-free […]

School payments with peace of mind

Even at the postsecondary level, the phrase “back to school” conjures a seemingly never-ending to-do list. However, one task just […]

Give a meaningful holiday gift

After the long days of summer, suddenly it feels like autumn makes its appearance overnight. With this same swiftness, seasonal […]
An image of the my529 Access Card.

Withdrawals in your wallet

Sign up for the my529 Access Discover® Prepaid Card in your online account. Pay for qualified expenses with our new […]
A supervisor teaches apprentices at a construction work site.

529s aren’t just for 4-year schools

By Anita Kelley, Savings Division Director, State of Alabama Treasurer’s Office  So you saved in a 529 plan for your […]

Utah 2023 state tax benefits information

Depending on their tax-filing status, Utah taxpayers can claim a 4.65 percent tax credit/deduction per qualified beneficiary for contributions to […]
The whole family is driving for the weekend. Mom and Dad with their daughter and a Labrador dog are sitting in the car.

Avoid debt and alleviate stress

By the end of June 2023, the amount of debt held by U.S. households reached a record $17.06 trillion, according to […]

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Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

Account Value. Investments in my529 are not insured or guaranteed by my529, the Utah Board of Higher Education, the Utah Education Savings Board of Trustees, any other state or federal agency, or any third party. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-Insured investment option. In addition, my529 offers investment options that are partially insured for the portion of the respective investment option that that includes FDIC-insured accounts as an underlying investments. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

Non-Utah Taxpayers and Residents. The state in which you or your beneficiary pay taxes or live may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in my529. You should consider such benefits, if any, before investing in my529.

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Information on this website is believed to be accurate when posted and is qualified in its entirety by the Program Description.